Orders
Understanding the order workflow from creation to completion
Orders represent actual work commitments. They guide your team through preparation, scheduling, and execution.
Order Lifecycle
Orders move through several phases:
Offer Accepted → Order Created → Preparation → Scheduling → Commissioning → Execution → Done
Phases Explained
| Phase | What Happens |
|---|---|
| Preparation | Gather requirements, materials, and resources |
| Scheduling | Plan when and who will do the work |
| Commissioning | Prepare materials and equipment |
| Execution | Carry out the actual work |
| Done | Work completed |
Order Status
Orders have a derived status based on progress:
- Open - Just created, nothing started
- In Preparation - Preparation tasks are being done
- In Scheduling - Ready for scheduling
- In Commissioning - Materials being prepared
- In Execution - Work is underway
- Done - All phases completed
Key Features
- Progress tracking - Visual indicators for each phase
- Task assignments - Assign team members to specific tasks
- Material tracking - Know what's needed for commissioning
- Link to offers - Full history from quote to completion
- Related documents - Connect orders across the workflow
In This Section
- Order Workflow - Understanding the complete process
- Preparation Phase - Getting ready for work
- Commissioning - Material preparation
- Execution - Completing the work
Quick Tips
- Complete preparation first - Good preparation prevents problems later
- Use the scheduler - Let blinkpilot optimize your team's schedule
- Track progress - Update task status to keep everyone informed
- Document everything - Use notes for special circumstances